CWM
CERN

Calamos Wealth Management’s Cerner Corp CERN Stock Holding History

Calamos Wealth Management’s Portfolio CERN Stock Details CERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-23,716
Closed -$1.43M – 267
2015
Q4 		$1.43M Sell
23,716
-2,148
-8% -$132K 0.28% 114
2015
Q3 		$1.55M Sell
25,864
-21,029
-45% -$1.37M 0.37% 97
2015
Q2 		$3.24M Buy
46,893
+663
+1% +$46.4K 0.76% 36
2015
Q1 		$3.39M Sell
46,230
-1,927
-4% -$133K 0.85% 31
2014
Q4 		$3.11M Sell
48,157
-200
-0.4% -$12.4K 0.89% 27
2014
Q3 		$2.88M Buy
48,357
+190
+0.4% +$10.7K 0.83% 30
2014
Q2 		$2.48M Sell
48,167
-1,545
-3% -$81.2K 0.71% 40
2014
Q1 		$2.8M Buy
49,712
+4,787
+11% +$276K 0.83% 30
2013
Q4 		$2.5M Sell
44,925
-894
-2% -$50.1K 0.77% 37
2013
Q3 		$2.41M Buy
45,819
+15,933
+53% +$776K 0.79% 38
2013
Q2 		$1.44M Buy
+29,886
New +$1.43M 0.51% 75

Other funds holding CERN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Calamos Wealth Management's CERN Position: Q1 2016 in Review

Calamos Wealth Management sold out of Cerner Corp (CERN) in Q1 2016, closing a stake of 23,716 shares — an estimated $1.43M sold.

Calamos Wealth Management first reported a position in CERN in Q2 2013 and held it in 11 quarters. The position peaked at $3.39M in Q1 2015. 669 funds tracked by Wall St. Rank hold CERN as of Q1 2016.

  • Calamos Wealth Management reported no remaining Cerner Corp position as of Q1 2016 after selling out during the quarter.
  • Calamos Wealth Management sold 23,716 Cerner Corp shares in Q1 2016, an estimated $1.43M.
  • Calamos Wealth Management first reported a position in Cerner Corp in Q2 2013 and held it in 11 quarters.
  • Calamos Wealth Management's Cerner Corp position peaked at $3.39M in Q1 2015.
  • 669 funds tracked by Wall St. Rank held Cerner Corp as of Q1 2016.

Based on Calamos Wealth Management's 13F filing for Q1 2016, filed 25 Apr 2016.